May 6, 2021

Salesforce Development and Email Automation for Enhancing Lead Management and Communication for LendingXpress

Salesforce Development and Email Automation for Enhancing Lead Management and Communication for LendingXpress

Highlights

  • Increased Agent Productivity
  • Effective Email Alerts
  • Simplified SMS Sending
  • Accurate User Assignment:

Highlights

  • Increased Agent Productivity
  • Effective Email Alerts
  • Simplified SMS Sending
  • Accurate User Assignment:

Overview

Discover how the integration of Salesforce with LendingXpress optimized their communication processes, resulting in significant improvements in lead management and overall business efficiency.

What You Need to Know

LendingXpress, a California-based broker/lender, sought to enhance their communication and lead management processes through Salesforce integration.

Why It Matters

Lending business like LendingXpress needs to overcome several communication barriers to stay ahead in the market and provide a seamless experience to their clients.

What HIC Did

HIC Global Solutions implemented tailored Salesforce solutions, including Apex triggers, process builders, and workflow automation, to meet LendingXpress’s specific requirements.

Overview

Discover how the integration of Salesforce with LendingXpress optimized their communication processes, resulting in significant improvements in lead management and overall business efficiency.

What You Need to Know

LendingXpress, a California-based broker/lender, sought to enhance their communication and lead management processes through Salesforce integration.

Why It Matters

Lending business like LendingXpress needs to overcome several communication barriers to stay ahead in the market and provide a seamless experience to their clients.

What HIC Did

HIC Global Solutions implemented tailored Salesforce solutions, including Apex triggers, process builders, and workflow automation, to meet LendingXpress’s specific requirements.

Key Results

98%

Jump in agent conversion number

45%

Creation of alerts helped in increasing the revenue

85%

Better management and handling of leads with apex triggers and process builders

Key Results

98%

Jump in agent conversion number

45%

Creation of alerts helped in increasing the revenue

85%

Better management and handling of leads with apex triggers and process builders

About the Company

Operating out of California, LendingXpress is a commercial, hard money, and residential broker/lender. It specializes in loans for real estate ranging from various sizes and types ranging from $100,000 to $180,000,000. Their custom loan programs offer the ideal financing solution for borrowers who don’t qualify for traditional financing and need a quick close.

LendingXpress is a private lender offering finance solutions for real estate owners and investors seeking transaction funding or cash out when traditional finance options don’t exist.

About the Company

Operating out of California, LendingXpress is a commercial, hard money, and residential broker/lender. It specializes in loans for real estate ranging from various sizes and types ranging from $100,000 to $180,000,000. Their custom loan programs offer the ideal financing solution for borrowers who don’t qualify for traditional financing and need a quick close.

LendingXpress is a private lender offering finance solutions for real estate owners and investors seeking transaction funding or cash out when traditional finance options don’t exist.

Challenges Faced

Lending Express approached HIC with a specific set of request to solve challenges such as

The existing process for sending emails to leads was cumbersome and time-taking,hindering timely communication with potential clients.

They needed to ensure that text messages to leads were sent only during business hours to comply with regulations and avoid disturbing clients outside working hours.

Integrating email and SMS communication within Salesforce was problematic, causing delays and errors in lead outreach.

The absence of standardized email and SMS templates led to inconsistent communication and branding.

The process of setting up and managing email alerts in Salesforce was overly complex, leading to missed opportunities and delayed responses.

Challenges Faced

Lending Express approached HIC with a specific set of request to solve challenges such as

The existing process for sending emails to leads was cumbersome and time-taking,hindering timely communication with potential clients.

They needed to ensure that text messages to leads were sent only during business hours to comply with regulations and avoid disturbing clients outside working hours.

Integrating email and SMS communication within Salesforce was problematic, causing delays and errors in lead outreach.

The absence of standardized email and SMS templates led to inconsistent communication and branding.

The process of setting up and managing email alerts in Salesforce was overly complex, leading to missed opportunities and delayed responses.

Challenges Faced

Lending Express approached HIC with a specific set of request to solve challenges such as

They were facing issues with
  • Inefficient Email Communication
  • The existing process for sending emails to leads was cumbersome and time-taking,hindering timely communication with potential clients.

  • Restricted SMS Functionality
  • They needed to ensure that text messages to leads were sent only during business hours to comply with regulations and avoid disturbing clients outside working hours.

  • Complex Email and SMS Integration
  • Integrating email and SMS communication within Salesforce was problematic, causing delays and errors in lead outreach.

  • Lack of Standardized Templates
  • The absence of standardized email and SMS templates led to inconsistent communication and branding.

  • Complicated Email Alerts
  • The process of setting up and managing email alerts in Salesforce was overly complex, leading to missed opportunities and delayed responses.

Solutions Offered

To address these challenges, HIC Global Solutions offered a workaround with Salesforce development and automation services-

Implemented an Apex trigger to automate the process of sending emails to leads, ensuring timely and consistent communication.

Developed triggers to ensure SMS messages were sent only during business hours, enhancing compliance and customer satisfaction.

Utilized Salesforce’s Process Builder to streamline SMS sending within designated hours, reducing manual effort and errors.

Created a workflow to automate email alerts for Opportunities, ensuring quick and accurate responses.

Simplified the process of assigning users for text and email communications to the correct contacts, improving communication accuracy and efficiency.

Solutions Offered

To address these challenges, HIC Global Solutions offered a workaround with Salesforce development and automation services-

Implemented an Apex trigger to automate the process of sending emails to leads, ensuring timely and consistent communication.

Developed triggers to ensure SMS messages were sent only during business hours, enhancing compliance and customer satisfaction.

Utilized Salesforce’s Process Builder to streamline SMS sending within designated hours, reducing manual effort and errors.

Created a workflow to automate email alerts for Opportunities, ensuring quick and accurate responses.

Simplified the process of assigning users for text and email communications to the correct contacts, improving communication accuracy and efficiency.

Solutions Offered

To address these challenges, HIC Global Solutions offered a workaround with Salesforce development and automation services-

The solutions which we offered to them
  • Building Email Automation
  • Implemented an Apex trigger to automate the process of sending emails to leads, ensuring timely and consistent communication.

  • Setting Business Hours for SMS
  • Developed triggers to ensure SMS messages were sent only during business hours, enhancing compliance and customer satisfaction.

  • SMS Automation:
  • Utilized Salesforce’s Process Builder to streamline SMS sending within designated hours, reducing manual effort and errors.

  • Workflow Creation for Email Alerts
  • Created a workflow to automate email alerts for Opportunities, ensuring quick and accurate responses.

  • User Assignment Automation
  • Simplified the process of assigning users for text and email communications to the correct contacts, improving communication accuracy and efficiency.

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